Skip to main content
Livermore
Livermore
ZHEN

Gabelli Equity Trust Inc

GAB
Exchange
NYSE
SEC CIK
0000794685

No open-market purchases or sales by Gabelli Equity Trust Inc insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $277.9M in total; no superinvestor holds it.

Other share classesGAB.PGGAB.PHGAB.PK

13F holders, Q2 2024

Institutional positions in Gabelli Equity Trust Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
179
−7 vs. Q1 2024
Shares held
22.8M
−123.0K (−0.5%) vs. Q1 2024
Total value
$118.3M
−$7.91M (−6.3%) vs. Q1 2024
New holders
22
63 more added
Sold out
29
37 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GAB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 179 institutions
Q1 2021: 130 institutionsQ2 2021: 143 institutionsQ3 2021: 156 institutionsQ4 2021: 171 institutionsQ1 2022: 170 institutionsQ2 2022: 159 institutionsQ3 2022: 165 institutionsQ4 2022: 174 institutionsQ1 2023: 157 institutionsQ2 2023: 160 institutionsQ3 2023: 167 institutionsQ4 2023: 188 institutionsQ1 2024: 191 institutionsQ2 2024: 179 institutionsQ3 2024: 187 institutionsQ4 2024: 199 institutionsQ1 2025: 188 institutionsQ2 2025: 193 institutionsQ3 2025: 184 institutionsQ4 2025: 192 institutionsQ1 2026: 206 institutionsQ2 2026: 223 institutions
Value heldQ2 2024: $118.3M
Q1 2021: $103.4MQ2 2021: $120.6MQ3 2021: $141.4MQ4 2021: $146.6MQ1 2022: $143.8MQ2 2022: $125.6MQ3 2022: $115.8MQ4 2022: $112.6MQ1 2023: $117.7MQ2 2023: $121.3MQ3 2023: $106.9MQ4 2023: $113.2MQ1 2024: $127.2MQ2 2024: $118.3MQ3 2024: $124.1MQ4 2024: $127.6MQ1 2025: $131.3MQ2 2025: $148.1MQ3 2025: $155.6MQ4 2025: $160.5MQ1 2026: $154.5MQ2 2026: $277.9M
Institutions holding GAB and their total value by quarter
QuarterHoldersValue
Q2 2026223$277.9M
Q1 2026206$154.5M
Q4 2025192$160.5M
Q3 2025184$155.6M
Q2 2025193$148.1M
Q1 2025188$131.3M
Q4 2024199$127.6M
Q3 2024187$124.1M
Q2 2024179$118.3M
Q1 2024191$127.2M
Q4 2023188$113.2M
Q3 2023167$106.9M
Q2 2023160$121.3M
Q1 2023157$117.7M
Q4 2022174$112.6M
Q3 2022165$115.8M
Q2 2022159$125.6M
Q1 2022170$143.8M
Q4 2021171$146.6M
Q3 2021156$141.4M
Q2 2021143$120.6M
Q1 2021130$103.4M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Gabelli Equity Trust Inc; share changes are against Q1 2024.

Institutions holding GAB in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Symphony Financial Services, Inc.28,859$151.5K0.13%+28,859New
Mercer Global Advisors Inc30,980$161.1K0.00%−10,919−26.1%Reduced
Valeo Financial Advisors, LLC31,197$162.2K0.01%00.0%Unchanged
IFG Advisory, LLC31,486$163.7K0.01%+3,300+11.7%Added
Kestra Advisory Services, LLC32,139$167.1K0.00%−11,428−26.2%Reduced
Sheaff Brock Investment Advisors, LLC33,495$174.2K0.02%−885−2.6%Reduced
Mission Wealth Management, LP39,074$203.2K0.01%00.0%Unchanged
RDA Financial Network39,368$204.7K0.07%+27,103+221.0%Added
Synovus Financial Corp39,468$205.2K0.00%00.0%Unchanged
Truist Financial Corp40,077$208.4K0.00%−53,006−56.9%Reduced
Graves-Light Private Wealth Management, Inc.41,224$215.2K0.02%00.0%Unchanged
GWM Advisors LLC42,797$222.5K0.00%−900−2.1%Reduced
Midland Wealth Advisors LLC42,870$222.9K0.01%00.0%Unchanged
Stonegate Investment Group, LLC43,064$223.9K0.01%+1,217+2.9%Added
Great Valley Advisor Group, Inc.44,915$233.6K0.01%+632+1.4%Added
Silver Oak Securities, Inc45,124$234.6K0.04%00.0%Unchanged
Avantax Advisory Services, Inc.46,000$239.2K0.00%00.0%Unchanged
Arista Wealth Management, LLC47,128$245.1K0.06%+47,128New
Envestnet Asset Management Inc52,264$271.8K0.00%+23,748+83.3%Added
Oppenheimer & Co Inc53,207$276.7K0.00%+53,207New
Equitable Holdings, Inc.53,846$280.0K0.00%+100+0.2%Added
CIBC World Markets Inc.58,012$302.0K0.00%+25,843+80.3%Added
Shulman DeMeo Asset Management LLC58,189$302.6K0.08%−47−0.1%Reduced
Brookstone Capital Management56,612$311.4K0.01%+2,759+5.1%Added
National Asset Management, Inc.63,535$330.4K0.01%+12,015+23.3%Added
Captrust Financial Advisors64,073$333.2K0.00%+47,036+276.1%Added
Darden Wealth Group Inc67,000$348.4K0.26%+67,000New
Landscape Capital Management, L.L.C.70,380$366.0K0.03%−637,596−90.1%Reduced
HighTower Advisors, LLC74,617$387.0K0.00%−9,397−11.2%Reduced
NorthRock Partners, LLC75,261$391.4K0.01%+2,276+3.1%Added
HCR Wealth Advisors75,353$391.8K0.06%00.0%Unchanged
Magnus Financial Group LLC78,166$406.5K0.05%+2,063+2.7%Added
Cambridge Investment Research Advisors, Inc.80,306$418.0K0.00%+9,365+13.2%Added
PFG Investments, LLC81,782$425.3K0.03%+8,364+11.4%Added
Janney Montgomery Scott LLC85,765$446.0K0.00%+3,890+4.8%Added
Wealth Enhancement Advisory Services, LLC90,680$471.5K0.00%+29,816+49.0%Added
RSM US Wealth Management LLC92,100$480.8K0.01%+92,100New
Valley Brook Capital Group95,086$494.4K0.39%+18,250+23.8%Added
Atria Wealth Solutions, Inc.95,244$495.3K0.01%−22,654−19.2%Reduced
Hollencrest Capital Management95,533$496.8K0.02%00.0%Unchanged
MML Investors Services, LLC96,480$502.0K0.00%+18,292+23.4%Added
Evernest Financial Advisors, LLC96,735$503.0K0.23%+11,873+14.0%Added
Stifel Financial Corp101,634$528.5K0.00%−3,460−3.3%Reduced
Advisory Services Network, LLC107,592$559.5K0.01%−994−0.9%Reduced
Golden State Equity Partners111,359$579.1K0.12%+111,359New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management114,937$597.7K0.02%−465−0.4%Reduced
Wedbush Securities Inc115,560$601.0K0.02%−2,125−1.8%Reduced
IFP Advisors, Inc117,503$611.0K0.02%+19,609+20.0%Added
Stratos Wealth Partners, LTD.118,555$616.5K0.01%+3,476+3.0%Added
Shaker Financial Services, LLC127,151$661.2K0.27%−315,948−71.3%Reduced
Advisor Group Holdings, Inc.146,414$761.4K0.00%−115,781−44.2%Reduced
Thrivent Financial for Lutherans158,517$824.0K0.00%+53,227+50.6%Added
Baird Financial Group, Inc.163,766$851.6K0.00%−113,619−41.0%Reduced
Steward Partners Investment Advisory, LLC167,071$868.8K0.01%+25,900+18.3%Added
Private Advisor Group, LLC176,612$918.4K0.01%−19,195−9.8%Reduced
Advisors Asset Management, Inc.200,571$1.04M0.02%+70,895+54.7%Added
Raymond James & Associates204,853$1.07M0.00%+697+0.3%Added
Rockefeller Capital Management L.P.212,056$1.10M0.00%−862−0.4%Reduced
Cerity Partners LLC260,022$1.35M0.00%+260,022New
Independent Financial Group, LLC274,522$1.43M0.06%+45,876+20.1%Added
Accel Wealth Management321,257$1.67M0.67%+25,443+8.6%Added
UBS Group AG327,703$1.70M0.00%−91,631−21.9%Reduced
Raymond James Financial Services Advisors, Inc.330,127$1.72M0.00%+7,462+2.3%Added
International Assets Investment Management, LLC406,176$2.11M0.20%+288,400+244.9%Added
Wells Fargo & Company422,788$2.20M0.00%−4,979−1.2%Reduced
Creative Planning457,184$2.38M0.00%−325−0.1%Reduced
Marks Group Wealth Management, Inc474,164$2.47M0.26%+9,855+2.1%Added
Scotia Capital Inc.479,084$2.49M0.01%+25,120+5.5%Added
Cetera Investment Advisers484,285$2.52M0.01%+34,868+7.8%Added
Live Oak Private Wealth LLC514,176$2.67M0.46%00.0%Unchanged
Royal Bank of Canada567,267$2.95M0.00%+48,035+9.3%Added
Bank of America Corp798,107$4.15M0.00%+14,575+1.9%Added
Gamco Investors, Inc. Et Al846,675$4.40M0.05%00.0%Unchanged
Cohen & Steers, Inc.1,143,640$5.95M0.01%00.0%Unchanged
Philadelphia Trust Co1,178,109$6.13M0.48%−21,160−1.8%Reduced
LPL Financial LLC2,272,625$11.8M0.01%+16,433+0.7%Added
Morgan Stanley2,448,806$12.7M0.00%+113,020+4.8%Added
Commonwealth Equity Services, LLC2,789,806$14.5M0.02%+216,440+8.4%Added
Strategic Financial Concepts, LLC10,840––+10,840New
Qube Research & Technologies Ltd0$00.00%−226,552−100.0%Sold out
Waterloo Capital, L.P.0$00.00%−33,010−100.0%Sold out
Virtu Financial LLC0$00.00%−27,405−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−26,283−100.0%Sold out
Commonwealth Financial Services, LLC0$00.00%−27,687−100.0%Sold out
Hartline Investment Corp0$00.00%−25,214−100.0%Sold out
Citadel Advisors LLC0$00.00%−22,432−100.0%Sold out
CI Private Wealth, LLC0$00.00%−21,804−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−20,328−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−21,633−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−19,761−100.0%Sold out
MidWestOne Financial Group, Inc.0$00.00%−19,142−100.0%Sold out
Capital Square, LLC0$00.00%−18,747−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−18,709−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−17,723−100.0%Sold out
Cullen Investment Group, Ltd.0$00.00%−16,072−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−15,268−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−15,000−100.0%Sold out
Executive Wealth Management, LLC0$00.00%−15,000−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−12,632−100.0%Sold out
Ameriprise Financial Inc0$00.00%−12,390−100.0%Sold out